A reminder that PLS may still have a spare 60,000 tonnes up its sleeve this year that could go to BMX auction or elsewhere.
the Yahau deal is at PLS election to provide the additional 60k. Same goes for the year after.
PLS now have a base price set by BMX should Yahua ask for more than the base 20k tons.
"CY24 - Pilbara Minerals to supply, and Yahua to take, 20kt of spodumene concentrate (with an option
for up to an additional 60kt at Pilbara Minerals’ election) resulting in a total supply in CY24 of between
20kt to 80kt."
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